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Client Associate

Company: Collaborative Solutions
Location: Reston
Posted on: June 10, 2021

Job Description:

Collaborative Solutions is seeking a Client Associate to support the sales team on internal management for our accounts to accelerate future revenue opportunities. This role demands a focus on internal customer satisfaction while working on competing priorities. You must be a self-starter with excellent time management skills, who is able to manage your time and internal customers' expectations, while staying adaptable to customer-driven priorities. Must possess exceptional communication, interpersonal, and problem-solving skills, and have experience managing account information and preparing proposals. Successful candidate will be self-motivated, team-oriented, have exceptional organizational skills, and exhibit a positive attitude, internal customer focus, and willingness to go the extra mile.

The Client Associate reports to a Client Partner Director within the Sales organization and supports the Client Partners.


  • Assembly and coordination of detailed contracts; manage contracts to expected timeline
  • Maintain any changes to the Client information in Salesforce including, key contact names, current and previous systems to ensure data quality
  • Support the Continuous Value Services, (AMS) and add-on project work change order process and contract renewal process
  • Ensure upon project start that all data in Salesforce matches project deployment scope
  • Support Client Partner with contract renewal opportunities for all customers in Division including prep work for Annual Review
  • Managing, tracking and scheduling resource requests and assignments for services scoping calls
  • Research company intelligence on active & inactive customers.
  • Research, identify, and route qualified leads internally
  • Provide RFP content support for post-production service proposals
  • Support development of sales presentations content
  • Collaborate with marketing and managing inbound and outbound marketing campaigns using HubSpot
  • Provide account management support for Tier 3 accounts
  • Support sales operations initiatives such as building and maintaining Salesforce reports and dashboards
  • Support development of customer webinars and events in coordination with Marketing

Skills & Requirements:

  • Three to four years of experience in an inside sales, business development/sales support, or account management role
  • Excellent verbal and written communication skills
  • Ability to manage your time, the customer demands, and competing priorities with a high focus on customer service
  • Ability to work with cross functional team.
  • Experience with Workday Experience, Salesforce and is helpful but not required
  • Technical writing
  • Bachelor's Degree or Equivalent Experience

Bonus Skills:

  • Past Professional Services / Consulting/Customer Success experience a plus
  • 1-2 years consulting experience a plus

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Keywords: Collaborative Solutions, Reston , Client Associate, Other , Reston, Virginia

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